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Using Data Warehouse for Non-Financial Reporting
Nicole Skuse, CPAController, Wesco, Inc.
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Session Objectives
• Learn how to create reports with non-financial KPI’s• Learn how to combine GL data with Operational Data• Learn step by step how to create a module• Learn how to import data into the Data Warehouse• Learn how to build expressions
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Session Agenda
• Benefits of a Data Warehouse• Benefits of non-financial reporting• Setting up a new Module including attributes• Setting up a new Dimension including attributes• Importing into the Data Warehouse• Example metrics and other information• Example reports
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Benefits of a Data Warehouse
• Enhanced Business Intelligence• Saves time• Enhances quality of the data • It creates consistency• Generally has a high ROI• Data analytics supports growth• More accurate decision making
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Benefits of Non-Financial Reporting• Transparency – Higher degree of trust • Performance based creates sustainability• Improve risk management and competitiveness• Reinforce Reputation • Quick access to information people want• Required in some countries already including US
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Types of Non-Financial Reporting
• Environmental matters• Precipitation• Temperature
• Social and employee aspects• Retention/Churn• Infrastructure• Social Media• Training Hours• Accuracy
• Customer Awareness• Surveys (cleanliness, friendliness,
speed of checkout, ease of locating, freshness, ect)
• Market Analysis • Take Rate• Customer retention
• Innovation • New products/services• Adoption Rate• General Product List
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Setting up a New Module and Dimension
• Administration• Enable a current module not used or create a new module and enable• Add any additional attributes needed• Add any additional dimensions needed• Address the module schema to link the dimensions to the modules
• Dimensions• Add your information to dimensions (import or manual)
• Import your data in Data Explorer• Build your report! That easy!
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Example Metrics and Information
• Location information• Labor Hours/MSPWH• Temperatures (high/low)• Precipitation (daily/accum.)• Retention• Infrastructure• Training Hours
• Survey results• Compliance• Profit sharing percentages• KPI within a KPI (Fresh Sales per
Cust. Increase)• Budget recommendations• Sales tax statuses
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Example Reports
• Importing of daily labor hours• MSPWH budgeting and actuals
• P&L summary• Import template• Rewards frequency
• Profit sharing analysis• Sales tax teport
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Key Takeaways & Resources
• Nonfinancial metrics coupled with a Data Warehouse and financial data creates transparency and trust.
• It’s easy to create a new module, dimension and attributes in Solver’s Data Warehouse.
• Reports and nonfinancial metrics are endless and customizable to YOU!
• www.solverglobal.com• Use your support at Solver!• Use your partner!• Feel free to contact me!
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Your feedback is valuable:
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THANK YOU!• Nicole Skuse, CPA• Wesco, Inc.• Phone: 231-719-4317• Email: [email protected]
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